Safe Harbor plans do exactly what the name suggests: they provide a secure way for small businesses to offer a 401(k) plan without the hassles of compliance testing that they often face. The 401GO deadline for 2025 Safe Harbor 401(k) plan submissions is next Friday, September 30th. Educate yourself and your clients with our Safe Harbor resources and blog posts that cover every situation.
Is your client confused about what a Safe Harbor Plan is?
- Safe Harbor Mini eBook (a brief, graphics-led introduction to Safe Harbor plans)
- Safe Harbor Plans Overview (a detailed 3-page overview)
- U.S. News: 401GO Discusses Safe Harbor 401(k) Plans
Need to review compliance needs?
- 401(k) Compliance: What You Need to Know
- Will Your 401(k) Pass Non-Discrimination Testing?
- Your Guide to Key 401(k) Responsibilities and How to Make It Easy
Is your client on the fence about Safe Harbor Plans?
- Safe Harbor 401(k) Guidebook (a decision-making guide in FAQ style)
- Convert Your Simple IRA to a Safe Harbor 401(k)
- Why a Safe Harbor 401(k) Plan?
- Why Safe Harbor 401(k) Plans Are so Popular with Small Businesses
When is everything due?
- Why It’s Important to Think About a Safe Harbor 401(k) Plan Now
- Enjoy Your Summer: 401GO Can Set Up Your Safe Harbor 401(k) in Minutes
As the Safe Harbor deadlines approaches, take advantage of the materials we have to share with your clients. Remember, 401GO’s innovative tech and automation makes the process of switching to or setting up a Safe Harbor plan simple. Make the smart choice and consider a 401GO Safe Harbor plan.
